Is there really a “too late” here? GPU sales today are probably a small fraction of future AI (TPU?) chip sales. Seems like Intel should be racing in this direc

Is there really a “too late” here? GPU sales today are probably a small fraction of future AI (TPU?) chip sales. Seems like Intel should be racing in this direction no matter how long it takes them to catch up, no matter how unprofitable it is in the short term. But maybe there’s something fundamental that ensures they’ll never catch up?